Chips

AMD, Nvidia, and Intel are in this highly competitive space, and all three have come to market lately with distinctive strategies, each with unique benefits, risks, and opportunities.

Qualcomm last week announced its Snapdragon 8 Gen 2 processor. The significant improvement is enhanced AI that will operate behind the scenes to improve the user experience significantly on phones.

MediaTek's brand is often associated with affordable, budgeted, Android phones. However, the company has made incremental inroads into the more premium, high-performance models. The launch of the MediaTek Dimensity 9200 chip is a potent step in that direction.

What AMD announced was truly striking and impressive in several ways. It's also a testament to how AMD's return to silicon glory, primarily due to the stewardship of CEO Lisa Su, has turned the company into an execution juggernaut since her arrival in October 2014, only eight years ago.

Arm is in trouble primarily because it depended on Nvidia acquiring it to fund its future growth and success. Now it's hungry for revenue. I think we are beginning to see the end of Arm, and it will only have itself to blame.

Many of the executive presentations delivered at the OktoberTech event highlighted Infineon's efforts to fight global warming.

Last week, AMD launched its Ryzen 7000 “Zen 4” architecture which appears to outperform Intel’s best in both total performance and performance per watt. But Intel has a new product coming as well, so this battle is far from over.

ANALYSIS

Electronics Will Cost More in 2023

While we are accustomed to new generations of electronics costing about the same as the previous generation, the electronics segment is not immune to inflation. With recent announcements of semiconductor price increases beginning in 2023, consumers should move quickly to lock in lower prices this ba...

Apple’s 2022 Worldwide Developers Conference on Monday revealed the company’s latest versions of its mobile and desktop operating systems at the kickoff of its annual week-long virtual high-tech show targeting developers and the Apple consumer experience.

Microsoft held its latest Build event last week and I’m pretty sure it caused most of the PC OEMs to freak out. This is because Microsoft announced a new focused workstation for developers called Project Volterra.

A cocktail of increased supply, slowing demand and added capacity is bringing down the price of graphics chips. It could also signal the beginning of the end of the semiconductor shortage that’s been plaguing the world since the start of the Covid pandemic.

Up until last week, for discrete graphics you had a choice of two vendors: AMD which was the leader in value, and Nvidia which tended to lead in absolute performance. While those two firms often trade places, the battlefield was well defined. Now, Intel is bringing high-performance graphics hardware...

Apple unveiled souped-up models of its iPhone SE and iPad Air, and introduced a new desktop at an online event Tuesday. In addition, Apple introduced the Studio Display, a 27-inch, 5K Retina screen with a 12 megapixel Ultra Wide camera and six speakers with spatial audio.

Intel CEO Pat Gelsinger is at risk for doing the right things while CEOs who are behaving badly enjoy incredible financial rewards. It seems like we are rewarding the wrong behavior. Let's talk about that this week, and we'll close with an offering announced last week which focuses on wireless charg...

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